Portfolio Managers develop their own investment approaches, whereby ESG considerations are integrated into their research and decision-making processes to the extent that they believe these issues may affect the long-term success of a company and investment returns.
For example, our Global Impact strategy is underpinned by 10 primary impact themes that define the investable universe for the product. Another example is the theme of electrification of transportation, which is pervasive throughout many of the diversified strategies we manage. Diversified portfolio managers look to the combined work of Global Industry analysts and ESG analysts to discern which companies and industries are best positioned to capitalize on this theme.